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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.21% | | 5-Year Average Return: | 0.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.79% | |
Worst 1-Yr Total Return (2008): | -34.77% | |
Best 3-Yr Total Return (2004-6): | 14.34% | |
Worst 3-Yr Total Return (2006-8): | -7.48% |
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| 1-Year: | -11.14% | | 3-Year: | -6.82% | | 5-Year: | 1.15% | | 10-Year: | 4.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PEUCX | Category | Diff | Index* | Diff | | Year To Date | 16.21 | 21.73 | -5.52 | 24.07 | -7.86 | | 1-Month | 5.24 | 5.16 | 0.08 | 6.00 | -0.76 | | 3-Month | 6.24 | 6.45 | -0.21 | 7.91 | -1.67 | | 1-Year | 20.17 | 24.67 | -4.5 | 25.39 | -5.22 | | 3-Year | -7.18 | -7.33 | 0.15 | -5.79 | -1.39 | | 5-Year | 0.62 | 0.27 | 0.35 | 0.71 | -0.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.94 | 47.53 | -7.59 | 45.76 | -5.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.01 | -16.99 | -1.02 | -18.25 | 0.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PEUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.77 | -37.09 | 2.32 | | 2007 | | | 3.93 | 1.42 | 2.51 | | 2006 | | | 16.84 | 18.15 | -1.31 | | 2005 | | | 8.60 | 5.95 | 2.65 | | 2004 | | | 17.79 | 12.97 | 4.82 | | 2003 | | | 28.17 | 28.44 | -0.27 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
PEUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.18 | 13.62 | 13.68 | N/A | | 2008 | -10.45 | -5.15 | -4.03 | -19.98 | | 2007 | 1.17 | 5.59 | 0.60 | -3.30 | | 2006 | 5.18 | -0.15 | 4.52 | 6.44 | | 2005 | -0.12 | 3.86 | 2.82 | 1.82 | | 2004 | 5.21 | 1.04 | 0.95 | 9.76 | | 2003 | -3.40 | 15.43 | 3.10 | 11.49 | | 2002 | N/A | -8.13 | -15.05 | 6.91 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 969 | 1293 | 74.94 | | 1-Month | 160 | 1338 | 11.96 | | 3-Month | 385 | 1329 | 28.97 | | 6-Month | 924 | 1320 | 70.00 | | 1-Year | 709 | 1280 | 55.39 | | 3-Year | 422 | 1088 | 38.79 | | 5-Year | 314 | 917 | 34.24 |
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0.26% Nasdaq 
Performance
